Phil Jameson
Investment Committee Member at GW & Wade LLC
Profile
Mr. Philip P.
Jameson is a Counselor at GW & Wade LLC.
He advises clients in Boston and across the country, specializing in investment management, income and estate tax planning.
He is also a member of the firm’s Investment Committee.
He has been with GW & Wade since 1988.
Prior to joining GW & Wade, Mr. Jameson was a financial analyst with Boston Edison and an auditor with Coopers and Lybrand.
He received his BA in Economics degree from Harvard University, a graduate degree from Bentley University and an MBA from Columbia University.
He is a Certified Public Accountant.
Phil Jameson active positions
| Companies | Position | Start |
|---|---|---|
GW & Wade LLC
 GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Investment Committee Member | 1998-08-31 |
Former positions of Phil Jameson
| Companies | Position | End |
|---|---|---|
| Coopers & Lybrand LLP | Corporate Officer/Principal | - |
Boston Edison Co.
 Boston Edison Co. Electric UtilitiesUtilities Boston Edison Co. is an energy delivery company engaged primarily in the transmission and distribution of energy. Boston Edison serves approximately 695,000 electric customers in the City of Boston and 39 surrounding communities. Boston Edison currently supplies electricity at retail to an area of 590 square miles. It also supplies electricity at wholesale for resale to municipal electric departments. The company is incorporated in 1886 and is a wholly owned subsidiary of NSTAR. It located in Boston, MA. | Corporate Officer/Principal | - |
Training of Phil Jameson
| Harvard University | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Bentley University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
GW & Wade LLC
GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Finance |
Boston Edison Co.
Boston Edison Co. Electric UtilitiesUtilities Boston Edison Co. is an energy delivery company engaged primarily in the transmission and distribution of energy. Boston Edison serves approximately 695,000 electric customers in the City of Boston and 39 surrounding communities. Boston Edison currently supplies electricity at retail to an area of 590 square miles. It also supplies electricity at wholesale for resale to municipal electric departments. The company is incorporated in 1886 and is a wholly owned subsidiary of NSTAR. It located in Boston, MA. | Utilities |
| Coopers & Lybrand LLP | Commercial Services |
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